Four ways to break out of a sales slump
Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free
- By: Jim Ruta
- November 28, 2017 October 30, 2019
- 14:15
Latest news in Practice Management
Helping clients with marriage and prenuptial planning
Nathalie Boutet explains why it's important to discuss marriage and co-habitation agreements with clients
- By: Nathalie Boutet
- November 24, 2017 October 30, 2019
- 15:15
Six ways to make insurance more compelling
Jim Ruta explains six ways for advisors to frame the benefits of insurance to make a more compelling message for clients
- By: Jim Ruta
- November 22, 2017 October 30, 2019
- 17:10
Help for aging property owners
Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts
- By: Kevin Wark
- November 19, 2017 November 9, 2019
- 12:00
A common misconception that can damage your prospecting
Jim Ruta explains how insurance advisors can avoid making a common prospecting error
- By: Jim Ruta
- November 13, 2017 October 30, 2019
- 16:15
Retirement income planning for longevity risk
Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk
- By: Kevin Wark
- November 12, 2017 November 9, 2019
- 18:30
Protect your practice from ransomware
A layered approach can help ensure that if one line of defense fails, another will provide protection
- By: Leah Golob
- November 8, 2017 October 30, 2019
- 11:15
Crossing the “line of insurability”
Jim Ruta explains why time is of the essence when buying life insurance
- By: Jim Ruta
- November 7, 2017 October 30, 2019
- 16:15
Life insurance tax changes: Winners, losers and what advisors need to know
Kevin Wark outlines the impact of recent tax changes to life insurance
- By: Kevin Wark
- November 6, 2017 November 9, 2019
- 06:00
Eliminate dead time — and prosper
Jim Ruta explains how advisors can achieve high performance by shortening the amount of time between their successful efforts
- By: Jim Ruta
- November 1, 2017 October 30, 2019
- 16:00
Benefits of life interest trusts for HNW clients
Kevin Wark explains how to use life interest trusts in planning for high net-worth clients
- By: Kevin Wark
- October 29, 2017 November 9, 2019
- 13:00
New technology will change advisors’ business model
George Hartman talks about the ways new technology will change financial advisors' business model profoundly
- By: Grant McIntyre
- October 24, 2017 November 9, 2019
- 12:02
Navigating changes to testamentary trusts
Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts
- By: Kevin Wark
- October 20, 2017 November 9, 2019
- 12:35
Be a key resource for HNW clients
Wealthy clients don’t have much time and want advisors to take care of their unique needs
- By: Leah Golob
- October 19, 2017 October 30, 2019
- 18:00
How new technology will change referrals, prospecting and conversion
George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
- By: Grant McIntyre
- October 18, 2017 November 9, 2019
- 11:50
Stop underinsuring clients
Jim Ruta explains three common advisor practices that can leave consumers significantly underinsured
- By: Jim Ruta
- October 17, 2017 October 30, 2019
- 12:25
Changes coming to passive investment rules?
Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work
- By: Kevin Wark
- October 13, 2017 November 9, 2019
- 13:55
Advisors must embrace changing technology
George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing…
- By: Grant McIntyre
- October 11, 2017 November 9, 2019
- 14:00
Breaking down Ottawa’s proposed tax changes
Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains
- By: Kevin Wark
- October 9, 2017 November 9, 2019
- 18:00
The ironic key to iconic success
Jim Ruta shares counterintuitive advice about how insurance advisors can boost their performance
- By: Jim Ruta
- October 5, 2017 October 30, 2019
- 12:20
Casual Friday: Are you sabotaging yourself?
Avoid these common self-destructive thought patterns
- By: Leah Golob
- September 27, 2017 October 30, 2019
- 14:50
How client segmentation can destroy your brand
Jim Ruta cautions that segmenting clients can harm your reputation and your brand
- By: Jim Ruta
- September 26, 2017 October 30, 2019
- 14:25
Tax penalties and how to apply for relief
From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)
- By: Dan Richards, Adrienne Woodyard
- September 24, 2017 November 9, 2019
- 11:58
Female clients need special treatment: report
Women will soon control almost half of Canadian assets, and require tailored advice
- By: Leah Golob
- September 22, 2017 October 30, 2019
- 10:35
Staying clear of tax mistakes and penalties
Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)
- By: Dan Richards, Adrienne Woodyard
- September 17, 2017 November 9, 2019
- 17:00